Endowment Strategic Asset Allocation

Financial gifts to the Foundation's Endowment are managed by professional investment firms and monitored by the Foundation’s Investment Committee. Assets are spread among asset classes, risk factors, investment-management organizations, economic sectors and industries. The Endowment may use mutual funds, individually managed assets, or separate-account management to implement the investment strategies. To achieve the necessary investment returns, the Endowment assumes appropriate levels of risk associated with capital markets.

As of June 30, 2011, the Endowment Pool’s asset allocation was:

Historical Returns

The Foundation's endowment of approximately $58 million is invested at over 45 professional firms in our area. These firms vary in size, expertise and professional philosophy, giving the Foundation a great deal of diversity and oversight. This also allows us to keep our investment fees at less than 50 basis points.

Annual returns net of investment costs:

To view the Investment Policy Statement for the Foundation, click here.

Foundation funds that are not permanent endowment have five mutual fund investment choices: Money Market, Fixed Income, Balanced, Equity Income and Equity Growth. The fund donor selects one or more of these alternatives.